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Nicholas M

Series 66

Port Orchard, WA

Edward Jones

Nicholas Munch is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Stirrett Johnsen, General Mechanical, Inc., and Quanex Building Products. Outside of advising, he operates a hobby farm where he raises and sells day-old chicks and eggs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryann C

Series 65

Bremerton, WA

Fisher Investments

Ryann Chappell is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. She has been with Fisher Investments since 2016. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Troy T

Series 66

Seattle, WA

Edward Jones

Troy Turner is a financial advisor at Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience and previously held leadership roles at Rainier Arms LLC and Tatoosh Distillery LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Military & Veterans
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Cameron S

Series 66

Port Orchard, WA

Edward Jones

Cameron Smith is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in the mortgage industry with firms including Hometown Lenders Inc., CrossCountry Mortgage, RPM Mortgage, and Penrith Home Loans. Outside of his advisory role, he manages a rental property in Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management General retirement planning Military & Veterans Newlywed/Engaged
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Gregory S

Series 63, Series 65

Port Orchard, WA

Raymond James Financial

Gregory Steiger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. He previously worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2021. Outside of his advisory role, he serves as a paraplanner at Dunning Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Cheryln M

Series 66

Silverdale, WA

Edward Jones

Cheryln Morrell is a financial advisor at Edward Jones in Silverdale, WA, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved in selling SEINT beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions managed under a fiduciary standard. The firm supports a large network of advisors and branch offices and provides services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Margaret G

CFP®, Series 66

Bainbridge Island, WA

Morgan Stanley

Margaret Ginder is a CFP®-certified financial advisor with 13 years of industry experience, currently advising clients at Morgan Stanley. Her prior experience includes roles at City National Bank and RBC Capital Markets. She is based in Bainbridge Island, WA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm utilizes structured planning tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John K

Series 63, Series 65

Seattle, WA

Ameriprise

John Kelly Jr. is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 designations and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering structured recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dustin M

Series 63, Series 66

Seattle, WA

Edward Jones

Dustin Meade is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Robinhood, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive LGBTQIA Young Professionals
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Priscilla B

Series 66

Seattle, WA

Edward Jones

Priscilla Braden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked in retail and education roles, including positions at Home Depot and Dunlap School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Douglas S

CFA®, Series 65

Bainbridge Island, WA

Pegasus Investment Management LLC

Douglas Saksa is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Pegasus Investment Management LLC, where he has been associated since 1991. The firm primarily serves high-net-worth clients and offers portfolio management and advisory services under a percentage-of-assets fee model. Pegasus Investment Management operates with a consultative approach, typically managing assets on a non-discretionary basis and allowing clients to retain final trading authority.

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